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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,581 | $95,404-34.4% | $113,397-44.8% | $82,637-24.3% |
| Participation rate | 41.5% | 72.8%-31.4pp | 76.5%-35.0pp | 68.1%-26.6pp |
| Annual return | 13.14% | 19.08%-5.9pp | 23.20%-10.1pp | 53.51%-40.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,229 | $4,220-70.9% | $5,076-75.8% | $4,126-70.2% |
| Admin fee / account holder | $4,220 | $9,168-54.0% | $11,957-64.7% | $7,339-42.5% |